Job Title: Operations Specialist – Recordkeeping Services

Location: Austin, TX (Hybrid)

Compensation:  $70,000-$75,000 plus 6% yearly discretionary bonus
Department: Operations
Reports To: Client Services Manager

Job Type: Full-Time

About Us:

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

About HUB Retirement & Private Wealth (RPW): 

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Job Purpose:

The Operations Specialist supports the day-to-day operational functions of a financial services firm specializing in retirement plan recordkeeping. This role serves as a versatile “utility player,” assisting across multiple operational areas including distributions, plan sponsor communication, onboarding, fund changes, and general operations support. The ideal candidate is highly organized, adaptable, and comfortable managing multiple priorities in a fast-paced, detail-driven environment.

We are the perfect fit if you:

Enjoy team collaborationThrive in a healthy company culture that recognizes successWant to learn and grow your current skill setAre seeking a progressive work environment at a rapidly growing organizationHave a desire to help others protect their futureHave an entrepreneurial spirit and are challenged by the opportunity to grow the business

Duties and Responsibilities:

Operations & Recordkeeping Support

Provide general operational support for recordkeeping functions across retirement plansAssist with daily processing tasks to ensure accurate and timely account administrationSupport distribution processing, including reviewing requests and coordinating required documentationExecute fund changes, mapping updates, and plan-level investment modifications

Client & Plan Sponsor Support

Communicate with plan sponsors and internal teams regarding operational requests and status updatesAssist with onboarding new plans, including data setup, document review, and system configurationSupport plan conversions, transitions, and ongoing maintenance activities

Process & Controls

Ensure operational activities are performed in accordance with internal procedures, regulatory requirements, and service-level standardsIdentify process gaps or inefficiencies and assist with implementing improvementsSupport audit requests, compliance reviews, and documentation needs

Collaboration & Utility Support

Serve as a cross-functional resource, assisting in multiple operational areas as neededCoordinate with internal departments such as compliance, client service, technology, and financeProvide backup coverage for team members during peak periods or absences

Work Experience:

2 plus years’ Experience in financial services operations, preferably within recordkeeping, retirement plans, or investment administration

Preferred Qualifications

Experience with retirement plan recordkeeping (401(k), 403(b), etc.)Familiarity with distributions, plan onboarding, and fund change executionExperience working directly with plan sponsors or advisorsUnderstanding of operational controls and financial services regulations

Skills and Knowledge: 

Adaptability and problem-solvingProcess-oriented mindsetTeam collaborationTime management and follow-throughClient-focused service approachStrong attention to detail and commitment to accuracyAbility to manage multiple tasks and shifting prioritiesStrong written and verbal communication skillsProficiency with Microsoft Office (Excel preferred) and recordkeeping systems

Featured Benefits: 

$70,000-$75,000.006% yearly discretionary bonusMedical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leaveMonday-Friday (8am-5pm)2 weeks of vacation, sick leave, personal days, and floating holiday’sHybrid schedule after successful training periodOpen Style office for collaboration

Travel:

No travel required

#LI-DH1

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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